Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,546 | $185,312-86.2% | $161,489-84.2% | $154,746-83.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 15.93% | 103.84%-87.9pp | 89.72%-73.8pp | 172.34%-156.4pp |
| Employer contribution / active EE | $2,454 | $4,769-48.5% | $4,268-42.5% | $4,379-44.0% |
| Participant deferral / active EE | $4,281 | $6,350-32.6% | $5,630-24.0% | $6,730-36.4% |
| Admin fee / account holder | $2,639 | $18,654-85.9% | $16,006-83.5% | $14,365-81.6% |